OM DENNE EPISODE
He spent 28 years climbing to CFO of a publicly tradedcompany, and nearly 20 of them quietly planning his exit. At 51, Mike Pettit iswalking away. Not because he hit a magic number, but because he finally is prioritizing the one thing executives never put first… their time. In this conversation, Mike reveals why his original retirement projections were wrong, the overlooked account that makes leaving in your 50s actually possible, and the "buffet trap" that keeps high earners clocking in long after their house payment stops mattering. If you've ever wondered whether you could afford to walk away, and what it takes, don’t miss this episode.
Engelsk
USA
UDSKRIFT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af The Executive Financial Planning Podcast.
ANDRE EPISODE I DENNE PODCAST
Twenty-six years ago, Larry Salazar left his dream job in aerospace because he couldn’t afford a home in Southern California. Now he’s president and COO of NestSTEPS, which turns homeownership into an employee benefit. In this episode, Larry and Matt discuss why housing security affects productivit…
In the season finale of The Benefits Blind Spot, Matt pulls the whole season together into a repeatable process you can run every year. Revisiting the real stories behind the season: surprise deferred comp tax bills, HSAs spent instead of invested, families hit hard by disability or underinsurance,…
"Let's talk after I've retired." In this episode, Matt discusses why leaving your employer, whether you're retiring, changing jobs, or going out on your own, should start 12 to 18 months ahead. He covers option exercise deadlines after you leave, why your departure date can shift a deferr…
Putting after-tax dollars into a 401(k)? Part of each distribution may not be taxable. But the 1099 often shows the full amount with "taxable amount not determined" checked, resulting in many returns treating every dollar as taxable. In this Wednesday Tax Mistake, Matt explains how to che…
Many companies offer mental health and coaching benefits, and many senior leaders never touch them because of time, confidentiality, or how it might look. This episode steps outside numbers to talk about why untreated stress and burnout show up later, often as costly decisions. Your mental health b…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Balanced Wealth Group, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
REDIG
Tak fordi du hjælper med at holde podcast-databasen opdateret.
